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362 results for Finance jobs

Buyer

Appleton, WI
onsite
Temporary / Contract
26 - 28 USD / Hourly
We are looking for a detail-oriented Buyer to join a wholesale distribution organization in Fox Valley on a Contract basis. In this role, you will help maintain product availability, support supplier coordination, and contribute to inventory performance through thoughtful purchasing decisions. This position works closely with sales and vendor partners to address demand changes, resolve supply concerns, and keep replenishment activities running smoothly. Responsibilities:• Monitor daily demand signals, including forecasts and customer purchasing activity, and issue purchase orders that align with business needs.• Track supplier confirmations to ensure order acknowledgements are received, documented, and followed up on promptly.• Coordinate with vendors and internal partners to accelerate shipments when necessary and reduce the risk of stock shortages.• Address fulfillment challenges by working with sales teams and suppliers to identify alternate supply options and escalate unresolved issues when appropriate.• Manage inventory levels across stocked items to balance service expectations, inventory turns, and excess product exposure.• Review aging inventory and collaborate with commercial teams to reduce slow-moving or obsolete stock through sell-through strategies.• Partner with sales stakeholders to adjust purchasing plans based on promotions, changing customer demand, and new or lost business activity.• Maintain accurate vendor and item records to support replenishment planning, purchasing accuracy, and ongoing operational efficiency.• Investigate mismatches involving purchase orders, receipts, and invoices so supplier payments can be processed correctly and on time.• Contribute to supplier performance reviews by gathering data, sharing observations, and supporting ongoing vendor accountability and improvement efforts.
2026-07-09T00:00:00Z

Buyer

Salt Lake City, UT
onsite
Temporary / Contract
34.2 - 39.6 USD / Hourly
We are looking for a Buyer to support procurement operations for a Contract position based in Salt Lake City, Utah. This role focuses on coordinating purchasing activities, maintaining supply continuity, and working closely with internal teams and external vendors to ensure timely and accurate order fulfillment. The ideal candidate brings strong analytical ability, sound judgment in supplier review, and experience managing purchasing processes in a structured business environment. Responsibilities: • Manage day-to-day purchasing activities by preparing, issuing, and tracking purchase orders to support operational needs • Review demand, pricing, and supplier performance data to make informed buying decisions and improve procurement outcomes • Coordinate with internal stakeholders to confirm specifications, quantities, delivery timelines, and order priorities • Evaluate vendors based on cost, quality, responsiveness, and reliability to support effective sourcing decisions • Maintain accurate procurement records, monitor order status, and resolve discrepancies related to shipments, invoices, or documentation • Support established procurement processes and recommend improvements that enhance efficiency, compliance, and service levels • Work within a manufacturing or similarly process-driven environment to align purchasing activity with business requirements • Assist with procurement-related system updates or process changes when needed as part of operational responsibilities
2026-06-12T00:00:00Z

Buyer

Sunnyvale, CA
onsite
Temporary / Contract
45.9135 - 53.163 USD / Hourly
We are looking for a detail-oriented Buyer to support procurement operations for an electronic manufacturing environment in Sunnyvale, California. This Long-term Contract position will focus on securing materials and services needed to keep production moving efficiently while working closely with suppliers and internal partners. The ideal candidate brings purchasing experience in manufacturing and can balance daily order management, supplier coordination, and schedule-driven priorities in a fast-paced setting. Responsibilities: • Generate and oversee purchase orders for components, materials, and outside services to support manufacturing demand. • Work directly with suppliers to confirm order status, address routine procurement needs, and maintain productive business relationships. • Follow up on open orders to accelerate shipments, prevent material gaps, and resolve delivery or availability concerns. • Contribute to pricing reviews, quote comparisons, and supplier discussions to support cost-conscious purchasing decisions. • Track vendor performance related to quality, responsiveness, and on-time delivery to help maintain a dependable supply base. • Collaborate with Engineering, Manufacturing, Quality, and Operations teams to align purchasing activity with build schedules and material requirements. • Assist with inventory replenishment planning and help reduce shortages through timely procurement actions. • Prepare and monitor requests for pricing, supplier quotations, and competitive bids when sourcing materials or services. • Keep purchasing documentation accurate and current within business systems while ensuring compliance with company guidelines and contractual obligations.
2026-07-09T00:00:00Z

Buyer

Newberg, OR
onsite
Temporary to Hire
36.1 - 41.8 USD / Hourly
We are looking for a detail-oriented Buyer to support procurement activities for a medical devices organization in Oregon. This contract opportunity with permanent potential is ideal for someone who excels at coordinating with suppliers, maintaining clear communication across multiple parties, and keeping purchasing activities organized and on schedule. The role requires strong follow-through, proactive stakeholder updates, and the ability to build productive vendor partnerships in a fast-paced environment. Responsibilities: • Oversee day-to-day interactions with a portfolio of approximately 37 suppliers, ensuring consistent service, responsiveness, and alignment with business needs. • Coordinate frequent communication with vendors and internal stakeholders to keep purchasing activities moving forward without delays. • Track open items, purchasing timelines, and supplier commitments to maintain visibility across procurement work. • Provide regular status updates to key stakeholders so they remain informed of progress, risks, and next steps. • Maintain organized records and documentation related to vendor activity, purchasing actions, and follow-up items. • Visit supplier locations when needed to strengthen relationships, address issues directly, and support operational needs. • Use Microsoft Dynamics 365 Business Central to manage purchasing information and support procurement processes.
2026-07-13T00:00:00Z

Buyer

Goleta, CA
onsite
Temporary / Contract
27.7115 - 32.087 USD / Hourly
We are looking for a detail-oriented Buyer to support procurement activities for a Contract position based in Goleta, California. This role focuses on coordinating purchasing transactions, maintaining accurate documentation, and helping ensure materials and services are acquired on schedule, within specification, and at competitive terms. The ideal candidate is comfortable working across teams, engaging with suppliers, and following established procurement standards in a fast-paced environment. Responsibilities: • Support the creation, review, and processing of purchasing and procurement documentation to ensure completeness and accuracy. • Interpret sourcing and purchasing needs, then coordinate quote requests and supplier responses to meet program timelines. • Issue and monitor purchase orders from placement through delivery, confirming cost, quality, and schedule expectations are met. • Maintain organized procurement files and related records so documentation remains current, traceable, and audit-ready. • Evaluate prospective vendors, assist with onboarding activities, and confirm supplier information is properly established. • Build productive working relationships with suppliers to encourage responsive service and reliable fulfillment. • Track supplier performance, identify delivery or quality concerns, and communicate issues for timely resolution. • Prepare required procurement submittals, including representations, certifications, and supporting data packages. • Partner with program and project leaders to ensure purchasing activities align with defined procedures and compliance requirements.
2026-07-08T00:00:00Z

Buyer

Atwater, CA
onsite
Temporary / Contract
25.65 - 29.7 USD / Hourly
We are looking for an experienced Buyer to join our team in Atwater, California on a Contract basis. This role supports day-to-day procurement operations for manufacturing by ensuring materials and supplies are sourced efficiently, cost-effectively, and in alignment with production needs. The ideal candidate brings strong supplier management skills, sound purchasing judgment, and the ability to work closely with internal stakeholders in a fast-paced environment. Responsibilities:• Coordinate procurement of production, maintenance, and operational materials to support uninterrupted manufacturing activity.• Prepare and release purchase orders, track supplier acknowledgements, and follow through on deliveries to help meet schedule requirements.• Develop productive vendor partnerships that strengthen service levels, product quality, pricing, and on-time performance.• Research and qualify new suppliers by assessing competitiveness, compliance, and alignment with business needs.• Lead negotiations on cost, commercial terms, and service expectations to secure favorable purchasing agreements.• Review inventory demand and buying patterns to reduce the risk of shortages, delays, or excess stock.• Contribute to cost-saving initiatives by supporting quote comparisons, bid events, and sourcing projects.• Work with Quality and cross-functional teams to complete supplier approvals, audits, and required documentation.• Manage the full purchasing lifecycle, including order entry, confirmation, receipt coordination, and resolution of supplier or invoice discrepancies.• Maintain accurate procurement records and item data in business systems while ensuring purchasing practices follow internal policies and compliance requirements. For immediate consideration, contact Robert Half at 209-232-1991
2026-07-08T00:00:00Z

Buyer

Fredonia, NY
onsite
Permanent / Full Time
70000 - 85000 USD / Yearly
Jenny Bour with Robert Half is working with a growing company that is seeking a proactive and detail‑driven Buyer to support day‑to‑day purchasing activities for their manufacturing facility. This Buyer role serves as a key link between plant operations and the Supply Chain team—ensuring materials are purchased on time, inventory levels are maintained, and production remains uninterrupted. The ideal Buyer candidate has hands‑on experience in a manufacturing environment, strong supplier‑management skills, and a solid understanding of purchasing and materials planning processes. If you excel in a fast-paced environment and have experience in purchasing within the manufacturing sector, we encourage you to apply! Responsibilities:<ul><li>Coordinate the procurement of materials and components to support production schedules.</li><li>Manage supplier relationships, including monitoring delivery performance and addressing quality concerns.</li><li>Ensure timely order placement and adjust procurement schedules based on production needs.</li><li>Maintain accurate records of supplier terms, including lead times, order requirements, and safety stock.</li><li>Provide purchasing support for other team members when needed.</li><li>Participate in cost-saving initiatives and contribute to process improvement projects.</li><li>Collaborate with plant operations to ensure smooth communication and alignment of purchasing activities.</li><li>Monitor inventory levels and implement strategies to optimize stock levels.</li><li>Support compliance with quality assurance and environmental health and safety standards.</li><li>Assist in developing and maintaining departmental procedures and documentation.</li></ul>
2026-06-23T00:00:00Z

Buyer

Peterborough, NH
onsite
Temporary / Contract
26.65 - 31.7 USD / Hourly
We are looking for an experienced Buyer to support purchasing operations for a manufacturing environment in Peterborough, New Hampshire. This Long-term Contract opportunity is ideal for someone who can coordinate material procurement, maintain strong supplier communication, and help keep production needs on schedule. The right candidate will bring sound judgment, organization, and a practical understanding of day-to-day buying activities. Responsibilities: • Coordinate the purchase of materials, parts, and supplies needed to support ongoing manufacturing operations. • Create, review, and manage purchase orders to help ensure accuracy, timing, and alignment with business needs. • Communicate with suppliers regarding pricing, order status, lead times, and delivery expectations. • Build and maintain productive vendor relationships to support dependable supply and service performance. • Monitor purchasing activity and follow up on open orders to reduce delays and address potential shortages. • Work with internal teams to understand demand, prioritize needs, and support efficient buying processes. • Maintain organized purchasing records and documentation to support reporting and operational visibility.
2026-07-13T00:00:00Z

VP of Finance | Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
250000 - 350000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: San Francisco (Hybrid)Compensation: $250,000–$300,000 Total Cash Compensation + Carry An established and rapidly growing early-stage investment firm is seeking a Vice President of Finance to join its leadership team. This is a highly visible role that will work directly with the firm's partners and leadership team, helping drive both the financial infrastructure and operational growth of the organization. The firm manages multiple investment vehicles, is actively raising additional capital, and offers the opportunity to play a meaningful role in scaling the business during an exciting period of growth. Position OverviewReporting directly to senior leadership and partnering closely with an external CFO, the VP of Finance will oversee core finance and accounting functions while also supporting a broad range of strategic and operational initiatives.This role is ideal for someone who enjoys wearing multiple hats and wants exposure beyond traditional fund accounting responsibilities. Key ResponsibilitiesFinance & Accounting (Approximately 50%)<ul><li>Oversee fund and management company accounting activities</li><li>Manage financial reporting, audits, and fund administration relationships</li><li>Review capital calls, distributions, and investor reporting</li><li>Support portfolio valuation processes</li><li>Maintain financial controls and operational best practices</li></ul>Operations & Strategic Projects (Approximately 50%)<ul><li>Support fundraising and investor relations processes</li><li>Partner with leadership on operational initiatives and special projects</li><li>Evaluate and improve internal systems, workflows, and technology</li><li>Assist with implementation of new tools and automation initiatives, including AI-driven solutions</li><li>Contribute to firmwide operational strategy and scaling efforts</li></ul>
2026-07-11T00:00:00Z

Fund Accountant - Global Multi-Strat Fund

San Francisco, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Please apply here and ping me on LinkedIn for most immediate consideration - Jeffrey Abrams Join a high-performing investment platform managing tens of billions across private equity, credit, real estate, and public markets. This is a high-impact role offering direct exposure to complex strategies, senior stakeholders, and the opportunity to help shape fund accounting processes. What You’ll Do<ul><li>Own fund and entity financial reporting (audited & unaudited)</li><li>Manage investor allocations, capital activity, and performance reporting</li><li>Review complex transactions, accruals, and reconciliations</li><li>Partner cross-functionally with investment, operations, and valuation teams</li><li>Interface with auditors, investors, and third-party providers</li><li>Drive process improvements and system enhancements</li></ul>
2026-06-12T00:00:00Z

Finance Transformation Manager

Memphis, TN
onsite
Temporary / Contract
67.2885 - 77.913 USD / Hourly
We are looking for a Finance Transformation Manager to support a long-term contract engagement in Memphis, Tennessee. This role will focus on strengthening financial operations through improved controls, clearer procedures, and more effective use of finance systems. The ideal candidate brings a blend of project leadership, compliance knowledge, and process optimization experience to help build scalable, well-documented workflows across the organization. Responsibilities: • Direct projects that improve finance systems, tools, and operating procedures from initial planning through rollout and adoption. • Review current finance workflows and establish standardized procedures that create consistency across accounting and related business functions. • Produce clear instructional materials and process documentation to help non-finance teams navigate budgeting, purchasing, and associated financial activities. • Enhance grant administration practices by improving documentation, supporting reimbursement activity, and reinforcing compliance with funding requirements. • Lead annual audit coordination by preparing schedules, organizing supporting records, and serving as the primary liaison for external auditors. • Partner with stakeholders to identify opportunities for stronger internal controls, better documentation, and more efficient day-to-day financial processes. • Support the expansion or configuration of finance platform capabilities, including implementation of additional modules or system improvements when needed. • Help create scalable policies and procedures that support accurate reporting, operational efficiency, and ongoing compliance readiness.
2026-07-08T00:00:00Z

Finance Transformation Manager

Irvine, CA
onsite
Temporary / Contract
65 - 85 USD / Hourly
We are looking for a Finance Transformation Manager to join a Contract engagement supporting a finance organization in Costa Mesa, California. This role focuses on improving financial operations through automation, reporting enhancements, and data-driven process design across key workflows. The ideal candidate brings strong consulting experience, sharp analytical judgment, and the ability to translate complex financial data from multiple systems into practical tools that improve visibility, forecasting, and decision-making. Responsibilities:<ul><li>Lead finance transformation initiatives focused on improving reporting, planning, and operational processes through automation, workflow enhancements, and system optimization.</li><li>Develop an automated incentive compensation process that consolidates data from multiple sources, applies established calculation methodologies, and improves accuracy, transparency, and efficiency.</li><li>Create sales performance reporting that provides visibility into completed transactions, payments issued, and outstanding balances pending processing.</li><li>Design and implement expense reporting solutions that consolidate financial data into meaningful reporting structures to support management decision-making, budgeting, and forecasting.</li><li>Enhance billing and reporting automation by redesigning recurring analytics processes and aligning outputs with evolving data structures and business requirements.</li><li>Build financial modeling and analytics tools that integrate information from multiple systems and support ongoing collaboration with finance and operational stakeholders.</li><li>Analyze complex financial and operational data to identify process improvement opportunities, develop scalable solutions, and provide actionable recommendations to leadership.</li><li>Partner with cross-functional teams to gather requirements, validate business logic, and implement process improvements while managing competing priorities and project deadlines.</li></ul>
2026-07-13T00:00:00Z

Controller/Finance Director

Lebanon, NH
onsite
Permanent / Full Time
80000 - 105000 USD / Yearly
For consideration, please reach out to Jennifer Lavoie as soon as possible, ensure to include your most current resume when you apply. Connect with me on LinkedIn at Jennifer Lavoie! If you currently work with a recruiter from Robert Half Finance & Accounting recruiter, please contact them directly. Robert Half is seeking an experienced Controller/Finance Director to lead core accounting operations and strengthen financial oversight for a company in the Lebanon area. This Controller/Finance Director role is responsible for delivering accurate monthly reporting, guiding audit and tax activities, and supporting leadership with clear financial analysis and managing the month end close activities. The ideal Controller/Finance Director candidate brings strong technical accounting expertise, sound judgment, and the ability to manage priorities, staff performance, and compliance obligations in a dynamic environment and will be both hands on and be a great mentor to staff. Controller/Finance Director Responsibilities:• Direct the month-end close cycle, ensuring journal entries, account reconciliations, and financial statements are completed accurately and issued within established deadlines.• Review balance sheet and income statement activity each month, identify unusual variances or required adjustments, and escalate significant concerns to executive leadership.• Manage the annual external audit and tax engagement• Evaluate monthly revenue and spending trends and present meaningful financial insights to organizational leaders to support decision-making.• Prepare and approve accounting entries related to estimates, corrections, and reclassifications to maintain the integrity of the general ledger.• Support development of the annual operating budget by assembling expense projections and other financial inputs in partnership with senior finance leadership.• Maintain fixed asset records, depreciation activity, and reserve account reconciliations, including reimbursement submissions when appropriate.• Supervise finance team workflow, assess department capacity, and provide fair, thorough performance feedback and staff development guidance.
2026-06-23T00:00:00Z

Wealth Operations

Woburn, MA
remote
Temporary / Contract
21.85 - 25.3 USD / Hourly
We are looking for an Operations Processor to support wealth operations activities for a Long-term Contract position based in Woburn, Massachusetts. This role focuses on managing account-related transactions, reviewing documentation, and helping ensure client accounts are established and serviced accurately and on schedule. The ideal candidate brings a strong operational mindset, clear communication skills, and the ability to work across teams while maintaining compliance with firm and regulatory standards. Responsibilities: • Manage the setup of new investment accounts across custodial and recordkeeping systems, ensuring each request is handled efficiently and correctly. • Examine account forms and supporting documents to confirm accuracy, completeness, and alignment with operational requirements. • Facilitate funding activities, transfers, rollovers, and other asset movement transactions to support timely account activation and maintenance. • Track workflow queues and follow through on pending items to keep operational processes moving without unnecessary delays. • Assist with onboarding tasks that help clients complete account establishment and funding within expected timeframes. • Handle service-related requests such as account updates, beneficiary changes, distributions, and other administrative transactions. • Work closely with advisors, business development partners, and custodians to resolve account issues and accelerate request completion. • Maintain precise records in organizational and workflow systems while supporting reporting, operational tracking, and process improvement efforts. • Carry out all assigned work in accordance with company procedures, risk controls, and applicable regulatory guidelines.
2026-07-02T00:00:00Z

Manager Commercial Finance

New York, NY
onsite
Temporary / Contract
35 - 45 USD / Hourly
We are looking for a commercially minded finance specialist to support client-facing financial operations and strengthen business performance for a key account. This Long-term Contract position will focus on delivering clear financial insight, maintaining contract alignment, and partnering with internal teams and client stakeholders to support informed decision-making. The ideal candidate brings strong analytical judgment, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment. Responsibilities: • Oversee the preparation and delivery of recurring financial reports for both clients and internal leaders, with a focus on revenue performance, margin visibility, and contractual obligations. • Serve as a trusted point of contact for client stakeholders, fostering productive relationships and maintaining consistent communication on commercial matters. • Coordinate with regional and local market teams to confirm that account activity remains aligned with agreed contract terms and business expectations. • Partner with internal compliance colleagues to support contract reviews and audit requests by gathering, organizing, and providing required documentation. • Create commercially sound proposals tailored to client needs, helping expand revenue opportunities while protecting business interests. • Analyze financial results, investigate variances, and provide ad hoc insights that support planning, forecasting, and decision-making. • Use advanced Excel-based analysis and financial modeling to evaluate business trends, identify risks, and recommend practical actions. • Contribute to month-end financial activities and help improve reporting accuracy, efficiency, and overall process discipline.
2026-07-14T00:00:00Z

Financial Analyst - Financial Services

West Des Moines, IA
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Accountant to join our clients team in Des Moines, Iowa. In this role, you will play a key part in the preparation and review of financial statements, ensuring compliance with regulatory standards and supporting quarterly and annual reporting processes. This position offers the opportunity to collaborate closely with external auditors and contribute to process improvement initiatives within the financial reporting domain. Responsibilities:• Support the quarterly financial statement close process by preparing and reviewing reconciliations and analysis files.• Assist in the creation and review of financial statements and other regulatory filings, including Form 10-Q and Form 10-K.• Collaborate with external auditors to facilitate audits and reviews effectively.• Participate in the preparation of presentations and proxy statements for stakeholders.• Contribute to the improvement of financial reporting processes to enhance efficiency and accuracy.• Maintain compliance with SEC reporting requirements and ensure accurate documentation.• Engage in actuarial and related discussions to support financial decision-making.• Perform additional tasks as assigned to support the financial reporting team.A
2026-06-12T00:00:00Z

Financial Analyst - Financial Services

Moline, IL
remote
Permanent / Full Time
60000 - 75000 USD / Yearly
🚨 Iowa-Based Finance Professionals – Let’s Talk (100% Remote) 🚨Are you currently in banking or credit union finance and thinking about what’s next—but not actively looking?I’m partnering with a client on a unique, flexible opportunity that can be shaped around your strengths 👇💼 What makes this role stand out:✅ 100% remote (must reside in Iowa / Illinois)✅ Flexible scope – not a “one-size-fits-all” position✅ Ability to focus in Budgeting & Forecasting or CECL / Loan Loss Accounting✅ Exposure to both month-end reporting and strategic initiatives✅ Strong mix of structure + project-based work 📊 Two potential focus areas:Budgeting & Forecasting (more independent ownership, planning-focused)CECL / Loan Accounting (modeling, assumptions, regulatory reporting) 👤 Who this is perfect for:Experience in a bank or credit unionBackground in:Financial reportingBudgeting/forecastingCECL or loan loss accounting Someone who enjoys variety in their month—from structured reporting cycles to process improvement and long-term initiatives 💡 Whether you’re a Senior ready to flex across both areas or an Analyst looking to deepen your expertise, this team is open to aligning the role with your strengths. 📩 If you’re open to hearing more (confidentially), send me a message!
2026-06-12T00:00:00Z

Financial Analyst - Financial Services

Moline, IL
remote
Permanent / Full Time
70000 - 90000 USD / Yearly
🚨 Hot Opportunity Alert! 🚨💼 Are you ready to take your career to the next level? 💼We’re on the hunt for a Senior Financial Analyst who thrives on data, embraces challenges, and has the skills to make an impact with a growing organization in the financial services industry (specifically banking). 🚀👉 Why Make the Leap? 👈🌟 Incredible Culture: Small family-like environment where ideas are heard, people are valued, and you’re not just a number.💡 Endless Opportunity: Be part of a growing, game-changing team where your contributions matter. No “cookie-cutter” days here—your insight will shape projects, reporting, and profitability across the organization.🛠️ Innovative Team Collaboration: Work with approachable leadership and a dynamic team that’s building something extraordinary.📈 Career Growth Awaits: If you have a vision, they’ll empower you to act on it. Develop with a company that’s willing to innovate and invest.👉 The Role Highlights:✔️ Be the bridge for financial intelligence—help turn data into actionable insights.✔️ Dive into analytics-heavy initiatives—profitability, forecasting, budgeting, and month-end processes.✔️ Collaborate with product and channel managers to refine decision-making tools.✔️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results.✔️ Not just "doing" the work but enhancing and molding the organization’s path forward.🌍 Remote Flexibility: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too. Candidate must be within a reasonable commute to HQ.🫶 Why Now?This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you’re gainfully employed but looking for somewhere to grow, collaborate, and make an impact—this is it. Let’s discover some mutual possibilities 🌟
2026-06-19T00:00:00Z

Financial Advisor

Portsmouth, NH
onsite
Permanent / Full Time
80000 - 180000 USD / Yearly
We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships. Responsibilities:<ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
2026-06-24T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients</li><li>Develop personalized financial plans and investment strategies</li><li>Build long-term client relationships through proactive communication and portfolio reviews</li><li>Deliver ongoing financial planning and investment guidance</li><li>Identify opportunities to deepen existing relationships and support business development</li><li>Collaborate with advisors and internal teams to provide an exceptional client experience</li><li>Stay current on market trends and economic developments to support client recommendations</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z

Financial Advisor

Harrisburg, PA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
We are looking for an experienced Financial Advisor to support clients with thoughtful wealth planning and investment guidance. In this role, you will develop tailored financial strategies, oversee portfolio performance, and help individuals make informed decisions aligned with their long-term objectives. The ideal candidate combines strong market knowledge with a consultative approach and a commitment to outstanding client service. Responsibilities: • Develop trusted client relationships by assessing financial priorities, risk appetite, and long-range objectives to deliver individualized guidance. • Design comprehensive wealth strategies that address investment planning, retirement preparation, and broader financial goals. • Evaluate market activity, investment products, and asset allocation options to recommend suitable portfolio approaches. • Review and adjust client portfolios regularly to reflect changing market conditions and evolving financial needs. • Maintain full compliance with applicable regulations, firm standards, and ethical standards in all advisory activities. • Expand business opportunities through prospecting, referrals, networking, and engagement within the community. • Educate clients on financial concepts, investment choices, and diversification strategies so they can make confident decisions. • Partner with internal and external specialists, including tax and estate planning advisors, to deliver well-rounded financial solutions.
2026-07-10T00:00:00Z

Financial Advisor

Pescadero, CA
onsite
Permanent / Full Time
120000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth. This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment. Responsibilities<ul><li>Partner with advisors and client service teams to deliver a high-touch client experience</li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication</li><li>Build and maintain strong client relationships through proactive service and responsiveness</li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests</li><li>Participate in client meetings and support business development initiatives</li><li>Track client activity, maintain CRM records, and ensure timely follow-up</li><li>Assist with operational improvements and special projects as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T00:00:00Z

Financial Advisor

San Carlos, CA
onsite
Permanent / Full Time
130000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-03T00:00:00Z

Financial Advisor

Seattle, WA
onsite
Permanent / Full Time
125000 - 175000 USD / Yearly
We are looking for an experienced Financial Advisor to support high-touch client relationships and oversee the administration of complex investment and trust accounts in Seattle, Washington. This position blends client service, portfolio coordination, and fiduciary support, requiring someone who can manage details with precision while communicating clearly with clients, advisors, and internal partners. The ideal candidate brings strong judgment, organizational discipline, and a solid understanding of financial account administration within the financial services industry. Responsibilities:• Build strong working relationships with clients and their external advisors by delivering prompt, thoughtful communication and ensuring questions are resolved thoroughly.• Participate in client meetings, capture key discussion points, and drive follow-up actions while organizing presentation materials and tailored reporting for ongoing reviews.• Maintain accurate records of client activity, account updates, and relationship notes within Salesforce and other required systems.• Manage account lifecycle activities, including onboarding and closure processes, transaction oversight, and review of documentation tied to client accounts.• Interpret wills, trusts, and related governing documents to support proper account administration, establish timely reminders, and coordinate with fiduciary counsel when needed.• Support annual relationship reviews and help confirm that accounts remain aligned with regulatory and internal compliance standards.• Partner with senior team members on investment execution by assisting with portfolio rebalancing, trade activity, asset allocation monitoring, performance tracking, and transition-related tasks.• Review daily operational reporting, address issues such as cash shortfalls or overdrafts, and coordinate client disbursement requests and other cash movement activity.• Prepare trust-related reviews, process required distributions, charitable gifts, grant payments, insurance trust activity, and related reporting in coordination with tax and administrative partners. The salary range for this position is $125,000 to $175,000 + bonus. Benefits:Medical/Dental/Vision - 100% paid for employeeLife and Disability insurance401k with annual profit sharing contribution2 weeks PTO6 paid holidays
2026-06-23T00:00:00Z

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